Latest Blogs
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Tilley: Will IHT reforms really threaten pension saving?
The Government’s decision to bring most unused pension funds and lump sum death benefits within the scope of inheritance tax (IHT) from 6 April 2027 has provoked widespread criticism from across the pensions industry. Providers, advisers and trade bodies have warned that the change risks undermining confidence in pension saving and damaging long term retirement provision.
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Lisa Webster: Charity giving from pensions
I’m sure many of you reading this on SIPPs Professional will have had more than a few conversations with clients about estate planning – especially considering the news that pensions are to be included in the value of the estate for IHT purposes from April 2027.
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Lisa Webster: Salary sacrifice cap will hit some hard
The headline story from Budget 2025 - in the pension world at least - was the plan to cap National Insurance relief for pension contributions paid through salary sacrifice at £2,000 a year.
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Tilley: Rebooting the FOS makes sense
I’ve written before about the lack of coherence in the UK’s pension complaints landscape and it remains a source of real frustration for those of us working in the sector.
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Lisa Webster: Pension age uncertainty lingers on
We’ve known for many years that normal minimum pension age, NMPA it's known, is going up.
Popular News
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Pension professionals concerned about dashboard handling
Pension professionals are concerned about the industry’s capacity to handle Pensions Dashboards queries.
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Aptia acquires Mercer’s Pension Decision Service
Pensions administrator Aptia has acquired Pension Decision Service from Mercer for an undisclosed amount.
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Pensions industry urged to protect savers from scams
Fraud Minister Lord Hanson has urged pension trustees to do all they can to protect millions of scheme members from fraudsters.
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FCA survey reveals 15% fall in adviser firms
The number of adviser firms has fallen by 15% since 2021 although the number of advisers overall has remained steady at 31,000.
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Lisa Webster: Beware IHT and pensions double taxation
One of the most disliked aspects of bringing pensions into the estate for inheritance tax (IHT) purposes from 6 April 2027 is the double taxation that will occur when the member dies on or after their 75th birthday.
Annuity incomes have surged to a 16-year high as the market booms, according to the latest data from Hargreaves Lansdown’s annuity search engine.
The FCA wants more vulnerable customers to seek help as it emerged that just four in 10 vulnerable clients have disclosed their vulnerability to the regulated firms they deal with, it said this week.
Close Brothers Asset Management has become a standalone new wealth manager with a new name of TrinityBridge.
The Financial Services Compensation Scheme (FSCS) has today appointed interim CEO Martyn Beauchamp as its permanent CEO.
Fund manager and financial provider Abrdn is reverting to the Aberdeen brand it ditched four years ago and dropping its vowel-free name.
The number of complaints received by the Financial Ombudsman Service climbed by more than 40% in the last three months of 2024.





